HomeMy WebLinkAbout06-16-14 NOTICE OF INHERITANCE TAX pennsylvania
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE W DEPARTMENT OF REVENUE
BUREAU OF ZNDIYIDUAL TAXES
OF DEDUCTIONS AND ASSESSMENT OF TAX
INHERITANCE TAX DIVISION REV-1547 EX AFP (08-13)
PO BOX 280601
HARRISBURG PA 17128-0601
DATE 06-16-2014
ESTATE OF JONES MILDRED B
DATE OF DEATH 04-10-2013
FILE NUMBER 21 13-1030
COUNTY CUMBERLAND
MILLER DOUGLAS G ACN 101
60 W POMFRET ST APPEAL DATE: 08-15-2014
CARLISLE PA 17013-3243 (See reverse side under Objections)
Amount Remitted I
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- RETAIN LOWER PORTION FOR YOUR RECORDS �
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REY-1547 EX AFP f08-13) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: JONES MILDRED BFILE NO. :21 13-1030 ACN: 101 DATE: 06-16-2014
TAX RETURN WAS: ( X) ACCEPTED AS FILED ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) • 00 NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) 1,687. 08 credit to your account,
qD submit the upper portion
.
S. Closely Held Stock/Partnership Interest (Schedule C) (3) of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) •00 tax payment.
5. Cash/Bank Deposits/Mist- Personal Property (Schedule E) (5) 74,291.34
6. Jointly Owned Property (Schedule F) (6) 3,083.01
7. Transfers (Schedule G) (7) 3,751.88
8. Total Assets (8) 82,813.31
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Mist. Expenses (Schedule H) (9) 16,520.98
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 1 .205. 13
11. Total Deductions (11) 17,726.11
12. Net Value of Tax Return (12) 65,087.20
13, Charitable/Governmental Bequests; Non-elocted 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (14) 65,087.28
NOTE- If an assessment was issued previously, Lines 14, 15, 16, 17, 18 and/or 19 will
reflect figures that include the total of all returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at spousal rate (15) .00 X 00
16. Amount of Line 14 taxable at lineal rate (16) 49;.DR7-?n X P45
17. Amount of Line 14 at sibling rate (17) -DD X $ —
18. Amount of Line 14 taxable at collateral rate (18) .00 X +b5 Z t❑.,'AA
19. Principal Tax Duo ,"{'74J-=(\ t-2,92.;42
TAX CREDITS: %'- �.; c7� :• �-D
PAYMENT RECEIPT DISCOUNT
DATE NUMBER INTEREST/PEN PAID (-] AMOUNT PAID
!� C
12-09-2013 CDO18507 131.58 2,500.00 (- RI
01-23-2014 CDO18687 .DO 303.91) " r m
r
cn
TOTAL TAX PAYMENT 2,935.50
BALANCE OF TAX DUE 6.58CR
INTEREST AND PEN. .DO
TOTAL DUE 6.58CR
r IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A CREDIT (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE FOR INSTRUCTIONS.